The Exchange

Eamon Javers, a Senior reporter focused on legal and policy at the Supreme Court, discusses the implications of the unprecedented government shutdown and its potential effects on Q4 GDP. Kate Rogers, a retail and restaurant reporter, examines the struggles of fast-casual chains like Cava, highlighting consumer pullback amid changing trends. Meanwhile, billionaire Barry Sternlicht raises alarms about the impact of new political leadership in New York City, warning of possible real estate and safety issues as businesses reconsider their presence.

Matt Mishkin, Co-chief investment strategist at Manulife John Hancock, shares insights on AI-driven valuations like Palantir and their implications for market strategies. Craig Fuller, Founder of FreightWaves, explains strains in long-haul freight, comparing them to the Great Financial Crisis, while discussing potential recovery triggers. Steve Leisman, a CNBC economics reporter, interrogates the real reasons behind recent mass layoffs, cautioning against attributing them solely to AI. The conversation dives deep into current economic pressures and consumer trends.

Kourtney Gibson, CEO of Retirement Solutions at TIAA, once built Loop Capital and now champions retirement security for Americans. She shares how her early experiences in finance sparked a passion for the field. Kourtney discusses how her startup mindset shaped her leadership style, emphasizing relationship-building and innovation. She also raises awareness about the urgent need to address retirement inequity, especially among Gen Z, and outlines her mission to empower teams and transform TIAA's culture for better accessibility.

In this engaging discussion, David Faber, a seasoned business journalist, breaks down Kimberly-Clark's massive $48.7B acquisition of Kenvue, highlighting the deal's strategic implications and expected synergies. Sima Modi, a reporter at the NYSE, dives into the anticipated earnings for Palantir, discussing its revenue prospects and growth in international markets. The hosts also touch on Amazon's groundbreaking partnership with OpenAI and Microsoft's cloud deals, painting a vivid picture of the current tech landscape.

Mackenzie Cigalos, a tech reporter specializing in big tech earnings and AI trends, teams up with Ron Josie, an internet analyst at Citi, to dive into Amazon's record-high earnings. They discuss the implications of AWS's re-acceleration and the strength of retail amidst changing landscapes. The conversation shifts to pressing societal issues, like the imminent SNAP funding cutoff affecting millions, examining the potential ripple effects on various industries. Tune in for insights on market dynamics, tech advancements, and economic pressures.

Craig Moffett, co-founder and senior analyst at Moffett Nathanson, dives into the implications of recent U.S.-China trade agreements. He analyzes Apple and Amazon's upcoming earnings, focusing on the impact of market sentiment. Moffett shares insights on Apple's valuation risks tied to antitrust issues and service growth. He also discusses how AI is reshaping freight logistics, highlighting XPO's use of technology to boost shipments. The conversation is a deep dive into how these factors are poised to affect the tech landscape.

The Federal Reserve expected to cut rates by a quarter-point. Seymour Asset Management's Tim Seymour and BD8 Capital's Barbara Doran join for the hour to break down what that means for your money.  Plus, we look ahead to big tech earnings as Nvidia's market cap crosses $5 trillion. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apple and Microsoft both hit $4 trillion in market cap. Amazon announces the largest corporate job cut in its history as AI recalibrates the workforce.  Plus, PayPal partners with OpenAI.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Berkshire Hathaway gets a rare downgrade. How much pain the government shutdown could inflict on airlines. Plus, the big tech names to buy ahead of earnings this week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this discussion, Krishna Guha, vice chairman at Evercore ISI, breaks down the recent cooler CPI print and its implications for Fed rate cuts while highlighting trends in corporate layoffs and labor markets. Barry Knapp from Ironside's Macroeconomics shares insights on inflation's impact on fiscal policy and his views on sector positioning, favoring cyclicals over tech. Francisco Blanche of BofA Securities analyzes the recent decline in gold's value and the oil market's dynamics, emphasizing the need for cautious investment strategies.